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Place a temporary hold on a package to reserve it for your buyer while finalising details.

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What is a Hold?

A hold temporarily reserves a package, preventing other agents from selling it. Holds have a set duration (configured by the supplier) and may require approval.

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Placing a Hold

  1. Browse to an Available property
  2. Click Place Hold (if enabled for the property). The button shows how many holds you have left, for example 3 left. In the property drawer it sits in the bar at the bottom.
  3. Enter your requirements or notes
  4. Click Submit
The hold will either:
  • Activate immediately: Package is reserved
  • Await approval: Supplier reviews before confirming

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Hold Duration

Holds last for a specific period set by the supplier:
  • Fixed duration: Automatically expires after X days
  • Until released: Remains until staff manually release it
The duration is shown when placing the hold.

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Viewing Your Holds

  1. Go to My Deals in the navigation
  2. Click the Hold filter to see only holds
  3. Each hold shows:
    • Property details
    • Hold status (Requested, Active, Expired)
    • Expiry date (if applicable)
My Deals - Holds

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Hold Statuses

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What Happens When a Hold Expires?

  • The package returns to Available status
  • Other agents can enquire or place holds
  • You’ll receive a notification
  • The deal moves to your archived deals

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Progressing from Hold

When ready to proceed:
  1. Contact the supplier to progress the deal
  2. The supplier updates the deal to Under Offer
  3. Continue through the sales process

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Tips

  • Only place holds when you have a serious buyer
  • Provide detailed notes to help suppliers understand the situation
  • Monitor expiry dates in My Deals
  • Contact suppliers before holds expire to extend if needed